Investment Q&A

Q: Please name a favorite slow and steady value creator for each of the 10 sectors. I noted with interest the comment you made in your updated report on Magna. Thank you.

Q: Regarding historic P/E ratios etc.

http://financials.morningstar.com/valuation/price-ratio.html?t=XTSE:GUD

I don't know how to get to it through the menus. I just change the ticker symbol in the URL.

I hope it helps.

Nick

Q: I assume you get historical PE ratios from Bloomberg. Is there an easy way for me to access this info?

Q: I am considering purchasing a $5000.00 5 year bond paying 5% per annum from Solar Share of Toronto. This bond is RSP eligible. Is this a reasonably safe fixed income investment? I have other blue chip stocks in my RSP. I will not need this money for many years.

Is there a tax efficient way to purchase the bond with existing RSP funds? I would like to avoid withdrawal fees from TD, the bank that holds the RSP.
Thanks, Brenda

Q: Can you please explain "rate reset preferreds" in simple language for us dummies. Having been burned in a preferred share ETF, that I thought was relatively safe, in the past, I'd like to know the risks and advantages.
Thanks, Len

Q: A question about using currency ETFs to play an appreciation or depreciation of the Can. dollar against the U.S. dollar confused me. Would I not do better just holding the currency I thought would be stronger. Doesn't either ETF come with fees I could avoid by just holding the respective currency?

Q: Aritzia ( female fashion) is coming out with an IPO. The price is likely to be in the $15 range. Sadly, my only research comes from my 3 grand daughters who love the products. Can you give any sort of opinion on the company?
Thanks,
Philip

Q: I am sitting on a fair amount of cash I'm a little nervous about deploying until after the correction/election. I was thinking of putting it into mdvn which has about a 65cent increase when Pfizer closes. Do you think this is a safe strategy. When do you think it will close. Are there any safer areas to park money besides money markets

Q: Greetings,

Looking for a group of Canadian companies that pay dividends in US dollars. Do you know of a listing?

Q: Peter and His Wonder Team
This is a question about RSP and RIF accounts. What happens when you sell a stock for profit in these accounts. Do you have to declare the profit immediately on this years tax return? Or do you just pay the tax when you withdraw money from the account... when you must withdraw a certain percentage every year after 65years of age. In other words your profits can just accumulate in the account and taxes are assessed when you withdraw funds out of the account itself?
Dr.Ernest Rivait

Q: I have a balanced million dollar portfolio holding as many as 30 equities at a time. Currently I would like to hold all positions however hesitate to do so because of your stated advice that 20 to 25 holdings is optimal. My question is two parts:
1. Am I correct that that is your position, and if so, why?
2. If I were to liquidate five or more of my positions, which for one reason or another at this time I would like to hold all, how might I decide which to liquidate and which to hold? Thanks for the great service, Daniel

Q: In your latest article in the Financial Post "5 Things To Worry Investors", you mention seeing some stocks jump on earnings releases even though revenue and profit were lower than last year. Which stocks in the Balance equity portfolio would fit this description?

Q: I will have to withdraw RIF funds in fall of 2017. Have approximately 10% of RIF in cash at the moment and am considering the etf VGH. Would like your input as to whether this is a good time to buy or if you have a different suggestion. Also, have telcoms and utilities. Is it time to sell them?
Thanks for your help

Q: I hold ENB,FTS,WSP in my RRSP. Should I keep FTS and/or WSP or diversify into other sectors.
If so which companies would you recommend that have a dividend.

Thank you Peter

Q: Hi team: there is a prediction that it will be a cold winter, it could benefit the above gas stocks which I have in a half position, how would you rank the above in terms of 1)safety and 2) potential upside ? Thanks Micahel
the stocks I have interests are: Altagas, Toumaline, arc energy, peyto and keyera (Ala, Tou, Arx, Pey, Key), thanks team
Michael

Q: Hi,
Could you recommend the best and simplest way to build a well balanced portfolio for a passive long term investor? Would it be etfs? If so could you recommend the ones you think (possibly 3-5)? They would be held in a TFSA and added to annually to maximize tfsa room and DRIPS would be used whenever possible.

Thanks!

Q: Thanks for all the great info on so many companies. Here is a crystal ball question for you.

Below are 2 groups of up and coming growing companies. Group 1 has market caps below 500M whereas Group 2 has higher market caps of roughly 1-5B.

Group 1: SYZ, CRH, ADW-A, SIS, TNC.

Group 2: KXS, SH, PLI, GUD, BYD-UN, PBH, NFI, TOY.

I am trying to get a feel of which companies have the potential to grow significantly over the next 5 years or so because of the quality and increasing demand for their products/services. Based on your knowledge, could you indicate which companies in each of these 2 groups are most likely to double (or more) their market caps in the next 5 plus years. And perhaps indicate the least likely candidates to do so.

Thanks - James.

Q: I would like to set up a portfolio using the TD e-series funds. My time horizon is 10 years. I plan to purchase on a monthly basis. Can you recommend a portfolio composition using these funds (including percentages).

Q: Hi folks: I am not a big fan of technicals but I do check a stock's "trend, volumn, and momentum" sometimes.
My question is what is the best time frame to be looking at: ie: one month, 3 months, 6 months, a year ???
Will the time frame differ for different stock sectors?

Q: What are the companies in Canada in this sector. Please rank them and provide a brief analysis of which you prefer and why.